StockDriftsStockDriftsTop 12 Elemental Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BE | BLOOM ENERGY CORP | 69.32% | 1.04M | $287.8M | +2.53%(+25.62K) | $23.13(+878.08%) | 2026-09-30 | |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 11.15% | 237.7K | $46.3M | +1.94%(+4.52K) | $87.58(+97.32%) | 2026-09-30 | |
| INDI | INDIE SEMICONDUCTOR INC | 9.42% | 13.37M | $39.1M | +0.47%(+62.81K) | $3.71(-49.59%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 4.7% | 59.4K | $19.5M | +2.94%(+1.70K) | $102.09(+166.63%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.61% | 29.3K | $6.7M | +1.35%(+390) | $138.00(+57.31%) | 2026-09-30 | |
| KHC | KRAFT HEINZ CO | 0.82% | 149.6K | $3.4M | +1.32%(+1.95K) | $23.08(+0.39%) | 2026-09-30 | |
| AEP | AMERICAN ELEC PWR CO INC | 0.7% | 24.6K | $2.9M | +0.78%(+190) | $130.14(-4.16%) | 2026-09-30 | |
| ARCC | ARES CAPITAL CORP | 0.61% | 132.3K | $2.5M | +2.80%(+3.60K) | $18.55(-0.78%) | 2026-09-30 | |
| PAA | PLAINS ALL AMERN PIPELINE L | 0.52% | 90.7K | $2.2M | +2.14%(+1.90K) | $22.07(+14.43%) | 2026-09-30 | |
| ET | ENERGY TRANSFER L P | 0.51% | 107.0K | $2.1M | +2.00%(+2.10K) | $18.70(+7.57%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.47% | +50.01% | — | — | +50.01% |
| Top 20 Holdings Unweighted | -2.13% | -6.25% | — | — | -6.25% |
Elemental Capital Partners LLC reports $415.19M in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are BE (69.3%), CRDO (11.2%) and INDI (9.4%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +50.01% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elemental Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1860672). View Elemental Capital Partners LLC’s 13F filings on SEC